Creative Planning’s Tootsie Roll Industries TR Stock Holding History

Creative Planning’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$472K	Buy	11,057 +1,497	+16%	+$58.6K	﹤0.01%	3073
2025 Q4	$340K	Sell	9,560 -3,594	-27%	-$136K	﹤0.01%	3156
2025 Q3	$535K	Buy	+13,154	New	+$498K	﹤0.01%	2651
2017 Q3	–	Sell	-82	Closed	-$2K	–	3564
2017 Q2	$2K	Buy	82 +1	+1%	+$28	﹤0.01%	4338
2017 Q1	$2K	Sell	81 -2	-2%	-$57	﹤0.01%	4319
2016 Q4	$2K	Buy	+83	New	+$2.31K	﹤0.01%	4307
2015 Q2	–	Sell	-1,107	Closed	-$27K	–	2859
2015 Q1	$27K	Buy	+1,107	New	+$25.4K	﹤0.01%	2483
2013 Q4	–	Sell	-580	Closed	-$12K	–	3473
2013 Q3	$12K	Buy	+580	New	+$12.9K	﹤0.01%	2368

Other funds holding TR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's TR Position: Q1 2026 in Review

Creative Planning increased its Tootsie Roll Industries (TR) stake by 16% in Q1 2026, buying an estimated $58.6K and bringing the position to 11,057 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Creative Planning first reported a position in TR in Q3 2013 and has held it in 8 quarters since. The position peaked at $535K in Q3 2025. 221 funds tracked by Wall St. Rank hold TR as of Q1 2026.

Creative Planning held 11,057 shares of Tootsie Roll Industries worth $472K as of Q1 2026.
Creative Planning bought 1,497 Tootsie Roll Industries shares in Q1 2026, an estimated $58.6K.
Tootsie Roll Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3073 holding.
Creative Planning first reported a position in Tootsie Roll Industries in Q3 2013 and has held it in 8 quarters since.
Creative Planning's Tootsie Roll Industries position peaked at $535K in Q3 2025.
221 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.